Last year I wrote about the Japanese company Solcom (TYO:1987) after I posted about them on CoB&F. After their reverse split, I did end up buying some shares and the company was therefore part of my basket of Japanese stocks.
VIB Premium: Company 10
Preview: Company 10 is a small, OTC-listed community bank. The company is trading at less than 10 times this year’s expected earnings. It is however trading at a premium to book value, unlike most of the other banks in my community bank basket. I do think the bank is cheap on an earnings basis and […]
Cambria Africa: trading at 3.1x forward earnings
I’ve taken a speculative position in Cambria Africa (LON:CMB). Cambria Africa is an investment company that is building a portfolio of investments primarily in Zimbabwe (I know, hold on!). The company is listed on the AIM market in London.
VIB Premium: Company 9
Preview: Company 9 is a South African company that is trading at 6x earnings and 0.5x book value. Free cash flow can be quite lumpy though. This is not a high quality compounder by any means, but I think it’s too cheap to ignore at this price. You would need a broker with access to […]
Scaling back my Japanese investments
I’ve sold some holdings in Japan this week. I’ve updated the premium post with my Japanese basket of stocks yesterday to reflect the changes. The post has also been updated with the most recent financial data about all the companies that are in the basket. This is the first time since 2013, when I started […]